← All themes Digital Assets

Crypto Exchanges

Crypto exchanges match buyers and sellers and earn fees on volume, so revenue rises and falls with speculation. Custody and staking services have made the mix somewhat less cyclical.

7 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1126
HWA
HHM Wealth Advisors
Tennessee
$20.7K $0 1 0% Maintained
1127
JWA
JFS Wealth Advisors
Pennsylvania
$20.3K +$5.38K 1 0% Increased
1128
EWM
Evolution Wealth Management
Florida
$20K +$13.3K 1 0.02% New
1129
S
Sachetta
Massachusetts
$19.6K +$1.64K 1 0.01% Increased
1130
PTC
Private Trust Company
Ohio
$19.6K +$13.1K 1 0% New
1131
PWMG
Private Wealth Management Group
New Jersey
$19.3K -$3.27K 1 0.01% Reduced
1132
RWM
Rialto Wealth Management
New York
$18.9K +$5.14K 1 0.01% Increased
1133
WA
WPG Advisers
Maryland
$17.9K -$1.17K 1 0.02% Reduced
1134
CWM
Consultiva Wealth Management
Puerto Rico
$17.5K $0 1 0.05% Maintained
1135
CWM
Copia Wealth Management
Oregon
$17.5K -$14.5K 1 0.01% Reduced
1136
Groupe la Francaise
Groupe la Francaise
France
$17.5K -$3.97K 1 0% Reduced
1137
MFC
Mechanics Financial Corp
Ohio
$17.5K $0 1 0.01% Maintained
1138
PSFG
Park Square Financial Group
Georgia
$17.5K $0 1 0.01% Maintained
1139
PGAM
Princeton Global Asset Management
New Jersey
$17.5K $0 1 0% Maintained
1140
QPBE
Quintet Private Bank (Europe)
Luxembourg
$17.5K -$10.8K 1 0% Reduced
1141
UCB
United Community Bank
South Carolina
$17.5K +$11.7K 1 0.01% New
1142
WWM
Wolff Wiese Magana
California
$17.5K +$1.17K 1 0.01% Increased
1143
KGP
Keystone Global Partners
Colorado
$17.5K $0 1 0.01% Maintained
1144
MHR
Matthew Hamilton Rosenberg
$17.2K -$5.84K 1 0% Reduced
1145
VWA
Valued Wealth Advisors
Utah
$16.1K $0 1 0.01% Maintained
1146
BFP
Briaud Financial Planning
Texas
$16K +$10.8K 1 0.01% New
1147
DJSG
D.J. St. Germain
Massachusetts
$15.8K $0 1 0% Maintained
1148
HNB
Hilltop National Bank
Wyoming
$15.8K +$10.5K 1 0% New
1149
HHMI
Howard Hughes Medical Institute
Maryland
$15.8K +$10.5K 1 0.01% New
1150
CPG
Cornerstone Planning Group
New Jersey
$15.5K +$4.91K 1 0% Increased